AWM
AVB

Alterna Wealth Management’s AvalonBay Communities AVB Stock Holding History

Alterna Wealth Management’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,165
Closed -$224K – 123
2018
Q4 		$224K Buy
+1,165
New +$211K 0.04% 311

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alterna Wealth Management's AVB Position: Q1 2019 in Review

Alterna Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2019, closing a stake of 1,165 shares — an estimated $224K sold.

Alterna Wealth Management first reported a position in AVB in Q4 2018 and held it in 1 quarter. The position peaked at $224K in Q4 2018. 559 funds tracked by Wall St. Rank hold AVB as of Q1 2019.

  • Alterna Wealth Management reported no remaining AvalonBay Communities position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,165 AvalonBay Communities shares in Q1 2019, an estimated $224K.
  • Alterna Wealth Management first reported a position in AvalonBay Communities in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's AvalonBay Communities position peaked at $224K in Q4 2018.
  • 559 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.